Company Information

Get to know Litman Gregory Asset Management

Founded in 1987, Litman Gregory Asset Management established itself as a nationally recognized wealth management firm providing investment advisory and asset management services to high-net-worth individuals, families, and non-profits. The firm was known for its independent, research-driven investment approach and for creating and managing the Litman Gregory PartnerSelect Funds. In 2021, Litman Gregory was acquired by iM Global Partner, a global asset and wealth management network, and was subsequently rebranded as iMGP US. It now serves as the US investment and distribution hub for the parent company, continuing to offer wealth management services while integrating into a broader global platform.

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Litman Gregory Asset Management

United States

Founded in

26 Nov 1987 (38 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.